EOFY countdown: personal tax tips to maximise your refund
15 May
As the end of the financial year approaches, it’s a smart time to start preparing your personal tax return. Being proactive now can help you avoid stress, maximise your deductions, and potentially increase your refund. Whether you’re a...[Read More]
Taxation for small business owners: EOFY preparation and working with your accountant
15 May
As the end of the financial year (EOFY) approaches, small business owners face one of the most critical periods in their business calendar. Proper preparation and a clear understanding of your taxation obligations can make a significant difference...[Read More]
Make the most of EOFY: super strategies to discuss with your financial adviser
15 May
As the end of the financial year (EOFY) approaches, it’s a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings. Whether you’re looking to grow your superannuation,...[Read More]
Understanding debt recycling – transform bad debt into good debt
15 May
Debt recycling is a financial strategy that can help you transform bad debt into good debt, boosting your wealth and enhancing your financial future. This article explains the concept, its benefits, risks, and how it might apply to your specific...[Read More]
Retire right: why seeking financial advice matters
15 May
Retirement is a major life milestone, representing the beginning of a new, exciting chapter. However, to truly enjoy retirement, careful planning is essential. Many people dream of a retirement filled with travel, leisure activities, and time...[Read More]
Legal language: why understanding legal terms is essential for every Australian
15 May
Here’s an introduction to some of the top legal terms commonly used in Australia, presented in a list format. Understanding these terms can be very helpful in navigating legal documents or discussions. Top 10 Legal Terms Used in...[Read More]
Living life with purpose: the key to a healthier, happier you
15 May
In a world that moves at lightning speed, it’s easy to get caught in the daily grind—ticking off to-do lists, meeting deadlines, and going through the motions. But research and real-life stories increasingly show that living with purpose,...[Read More]
Common misconceptions about life insurance
15 May
Life insurance is one of the most essential financial tools available, yet it is often misunderstood. Many individuals avoid taking out a policy due to misinformation or misconceptions that can leave them and their loved ones financially...[Read More]
Dream holidays made easy: should you book direct or use a travel agent?
8 May
Planning your next family or dream holiday can be an exciting adventure in itself. Whether you’re dreaming of a tropical island escape, a multi-city European tour, or a road trip, the process starts with one big decision: how to plan it. Should...[Read More]
Unlocking the Value of Your Home Loan: The Importance of Refinancing
8 May
For many, a home loan is one of the largest financial commitments they’ll ever make. Yet, it’s not something most people revisit often enough. Whether you’re paying off credit cards, dreaming of a kitchen renovation, or wondering if your...[Read More]
Self-Managed Superannuation Fund (SMSF) checklist – summary
8 May
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities. This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
What to do if you’re being sued or asked to pay damages: a guide to navigating legal trouble calmly and wisely
8 May
Facing legal action, whether it comes as a lawsuit or a demand to pay damages, can be incredibly stressful. It may trigger feelings of fear, confusion, anger, or embarrassment, especially if the claim feels unfair or comes as a complete...[Read More]
The redundancy checklist
8 May
Facing redundancy can be a challenging and emotional experience. It’s important to take a calm and considered approach to ensure you make the best financial decisions for your future. A qualified financial adviser can assist you in navigating...[Read More]
Oliver’s insights – Labor returned to government in Australia – key challenges and risks
8 May
Key points The return of Labor with an increased majority basically means more of the same in terms of key economic policies. The key challenges for the Government are to boost productivity and hence living standards, improve housing supply and...[Read More]
“She’ll be all right, mate” – until it’s not
8 May
Australians are known for their laid-back attitude, with the phrase “she’ll be all right, mate” embodying a culture of optimism and resilience. It’s a comforting sentiment that encourages us to take life as it comes, but what happens when...[Read More]